10 Credits: The C.S.I. (Cyber-crime Safety and Insight) Package

Provincial Life Credits: 10 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 10 credits (10 Financial Planning)

The question facing individuals and organizations today is not if you will suffer a cyberattack but when. This package combines two courses that address the criminal activity that can impact your business:

Cyber Security: Protecting Client Privacy in Your Practice
Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits (AB, SK, MB, ON)
FP Canada Credits: 3 credits (Financial Planning)
Institute Members: 3 credits (inc. 1 Ethics)
MFD CE Credits: 3 credits (Professional Development)
General Credits: 3 credits (BC, AB, SK, MB, ON)
Cyber incidents are increasing as a result of hacker attacks, technical failures, sloppy practices, and employee error. The question facing individuals like you and organizations today is not if you will suffer a cyberattack but when. The threats from a cyberattack are largely underestimated by businesses because the threats are not always well understood. This course will make clear the threats you face and exactly what to do to reduce or eliminate those threats.
  • Learn how cyber security breaches are an increasing threat to the privacy of your client’s information;
  • Improve your understanding of hacker attacks, technical failures, sloppy practices and employee errors;
  • Discover how to reduce or eliminate cybersecurity threats in order to protect client privacy.
Financial Fraud: How to Protect Yourself, Your Clients, and Your Business from Financial Fraud
Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 7 credits (AB, SK, MB, ON)
FP Canada Credits: 7 credits (General)
MFD Credits: 7 credits (Professional Development)
General Credits: 7 credits
Nothing brings the criminals and fraudsters out of the woodwork like tough times. Post-pandemic, they’ve never been more busy and more successful at attacking individuals and businesses. Financial fraud is everywhere: the Internet, your phone, the mail, the person selling a service at your front door, and inadvertently by word-of-mouth in the latest “hot” investment tip from your friend or neighbour. Learn what the frauds are, how they can be prevented, and what to do if you, your clients, or your business becomes a victim.
  • First, learn to recognize fraud schemes and how they are perpetuated;
  • Second, get practical knowledge on how to protect yourself, your clients and your business from fraud.
  • Third, discover what to do if you or your clients become a victim of fraud.

These courses give you concrete steps to protect yourself and your clients and save you the aggravation, anger, and costs of being compromised.

Price charged to FA: $75.00 (You do not pay on this site.)


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